Financial planning tailored to your goals

I began my career in 1991 at the National Association of Investors Corporation (NAIC), a non-profit that provides investment education to individuals and investment clubs (www.betterinvesting.org). I worked in various areas; educational seminars, membership services, product development, marketing, advertising, sales and corporate membership. As a director, I worked with finance executives at Fortune 500 companies to help develop shareholder and employee investment education programs. NAIC provided me the experience to advance my skills in many areas; developing new educational programs, creating new products, building membership and advising corporate leaders.

I joined Merrill Lynch in 2005 as a financial advisor. As a team advisor, I attracted new clients, built assets and developed new programs to educate and advise clients and other groups within the community. My team moved to UBS Financial Services in 2012. I use my professional experience and knowledge to educate and help families, small businesses and nonprofits with their strategic investment planning – helping them reach financial and strategic goals. We focus on educating our clients to help them create and follow their plan to become successful lifetime investors.

Personal Background

I am actively involved in the Detroit area community by serving as a volunteer with the Troy Historical Society, Troy Chamber of Commerce, Ronald McDonald House Detroit, Wayne State University Alumni Association and involvement in other local community and church events. I have dedicated time to Dale Carnegie, Boy Scouts of America, United Way and Salvation Army. My personal interests include antiques, Michigan history, classic automobiles, sailing and skiing. I live in Troy, Michigan with my wife, Kathleen (an elementary education teacher) and our children Nathan and Justin.